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Credit Suisse’s Evolution Petroleum EPM Stock Holding History

Credit Suisse’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-26,896
Closed -$153K – 4543
2021
Q3 		$153K Sell
26,896
-11,870
-31% -$53K ﹤0.01% 4281
2021
Q2 		$193K Buy
+38,766
New +$152K ﹤0.01% 4290
2017
Q4 		– Sell
-16,463
Closed -$119K – 4037
2017
Q3 		$119K Buy
+16,463
New +$125K ﹤0.01% 4062
2016
Q3 		– Sell
-12,051
Closed -$65K – 4123
2016
Q2 		$65K Buy
+12,051
New +$65K ﹤0.01% 4124
2015
Q4 		– Sell
-10,205
Closed -$57K – 4247
2015
Q3 		$57K Buy
+10,205
New +$56.5K ﹤0.01% 4165
2015
Q1 		– Sell
-11,975
Closed -$89K – 4406
2014
Q4 		$89K Sell
11,975
-18,802
-61% -$158K ﹤0.01% 4454
2014
Q3 		$282K Buy
30,777
+10,702
+53% +$111K ﹤0.01% 3962
2014
Q2 		$220K Buy
20,075
+4,951
+33% +$56.8K ﹤0.01% 4293
2014
Q1 		$192K Sell
15,124
-8,368
-36% -$107K ﹤0.01% 4366
2013
Q4 		$290K Buy
+23,492
New +$283K ﹤0.01% 4100

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return